-4.2%
FWONK vs BRKR
+100.6%
-104.8%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.4% |
| 7D | -6.2% | +2.5% | -8.7% | -6.3% |
| 30D | -0.6% | +11.5% | -12.1% | -1.1% |
| 3M | +11.1% | -2.4% | +13.5% | +10.9% |
| 6M | +11.7% | +52.3% | -40.6% | +8.1% |
| YTD | -3.1% | +24.5% | -27.5% | -6.1% |
| 1Y | -4.2% | +97.3% | -101.5% | -10.2% |
| All | -4.2% | +100.6% | -104.8% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BRKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling